Setup custom overdue thresholds for the quote and trip snapshot for invoices

Setup custom overdue thresholds for the quote and trip snapshot for invoices

Written by Kyle Ferguson Updated over a week ago

Go to My Company > Global Settings > Finance > Settings

Setup the number of days overdue an invoice needs to be to show as a warning and critical item in the quote and trip snapshot. For each threshold, individuals and/or groups can be set to receive notifications when these thresholds are met.